Purchases and Sales Made in Q2 2023 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 03, 2023 Q2 2023
Aquire Wealth Advisors, LLC

BUY
 -
5.79K
+ 6.85%
$564K - $582K
90.3K $8.8M
Jul 31, 2023 Q2 2023
Sierra Capital LLC

BUY
 -
5.73K
+ 16.0%
$559K - $576K
41.6K $4.05M
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

BUY
 -
5.68K
+ 5.07%
$554K - $571K
118K $11.5M
Jul 26, 2023 Q2 2023
First American Trust, Fsb

BUY
 -
5.58K
+ 7.26%
$544K - $561K
82.4K $8.03M
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
5.54K
+ 9.24%
$540K - $557K
65.5K $6.39M
Jul 31, 2023 Q2 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
5.49K
New
$535K - $552K
5.49K $535K
Aug 03, 2023 Q2 2023
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
5.46K
+ 3.05%
$532K - $549K
185K $18M
Jul 31, 2023 Q2 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
5.43K
+ 133.44%
$529K - $546K
9.49K $925K
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
5.39K
+ 112.59%
$526K - $542K
10.2K $992K
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
5.39K
New
$525K - $542K
5.39K $525K
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
5.29K
New
$516K - $532K
5.29K $515K
Aug 03, 2023 Q2 2023
Tanager Wealth Management LLP

BUY
 -
5.23K
+ 5.54%
$510K - $526K
99.7K $9.72M
Jul 27, 2023 Q2 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
5.23K
+ 3.47%
$509K - $525K
156K $15.2M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
5.14K
New
$501K - $517K
5.14K $501K
Jul 17, 2023 Q2 2023
Bromfield Sneider Wealth Advisors

BUY
 -
5.06K
+ 14.83%
$494K - $509K
39.2K $3.82M
Aug 11, 2023 Q2 2023
Alerus Financial Na

Grand Forks, ND
BUY
 -
5.04K
+ 0.73%
$491K - $506K
696K $67.8M
Jul 19, 2023 Q2 2023
Fulton Breakefield Broenniman LLC

BUY
 -
5.03K
+ 1.41%
$490K - $505K
362K $35.3M
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
4.97K
+ 30.81%
$485K - $500K
21.1K $2.06M
Aug 11, 2023 Q2 2023
Rmb Capital Management, LLC

BUY
 -
4.87K
New
$474K - $489K
4.87K $474K
Jul 11, 2023 Q2 2023
Life Pro Asset Management

BUY
 -
4.81K
New
$469K - $484K
4.81K $469K
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
4.81K
+ 2.59%
$469K - $484K
191K $18.6M
Jul 11, 2023 Q2 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
4.78K
+ 128.2%
$466K - $480K
8.51K $829K
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
4.76K
+ 19.62%
$464K - $478K
29K $2.83M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
4.74K
+ 45.92%
$462K - $476K
15K $1.47M
Aug 14, 2023 Q2 2023
Squarepoint Ops LLC

New York, NY
BUY
 -
4.67K
New
$455K - $470K
4.67K $455K
Aug 10, 2023 Q2 2023
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
4.66K
+ 76.33%
$454K - $468K
10.8K $1.05M
Aug 11, 2023 Q2 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
4.61K
+ 1.97%
$450K - $464K
239K $23.3M
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
4.59K
+ 7.89%
$448K - $462K
62.8K $6.12M
Jul 31, 2023 Q2 2023
Trustees Of The Smith College

BUY
 -
4.53K
+ 0.76%
$441K - $455K
597K $58.2M
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
4.51K
New
$440K - $453K
4.51K $440K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
4.49K
+ 5.72%
$438K - $452K
83.1K $8.1M
Aug 10, 2023 Q2 2023
Cabana LLC

Fayetteville, AR
BUY
 -
4.47K
New
$436K - $449K
4.47K $435K
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
4.45K
+ 68.63%
$433K - $447K
10.9K $1.06M
Aug 03, 2023 Q2 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
4.43K
+ 27.46%
$432K - $445K
20.6K $2M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
4.4K
+ 131.86%
$428K - $442K
7.73K $753K
Jul 26, 2023 Q2 2023
Everett Harris & CO

BUY
 -
4.34K
New
$423K - $436K
4.34K $423K
Jul 26, 2023 Q2 2023
Diversified, LLC

BUY
 -
4.28K
+ 165.47%
$418K - $431K
6.87K $670K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.27K
+ 6.11%
$417K - $430K
74.2K $7.24M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
4.21K
+ 60.53%
$410K - $423K
11.2K $1.09M
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
4.19K
+ 2.72%
$408K - $421K
158K $15.4M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
4.18K
+ 36.03%
$407K - $420K
15.8K $1.54M
Jul 10, 2023 Q2 2023
Stewardship Advisors, LLC

BUY
 -
4.15K
New
$404K - $417K
4.15K $404K
Jul 18, 2023 Q2 2023
D.B. Root & Company, LLC

BUY
 -
4.08K
New
$398K - $410K
4.08K $398K
Aug 08, 2023 Q2 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
4.02K
+ 5.07%
$392K - $404K
83.3K $8.12M
Aug 15, 2023 Q2 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
3.97K
+ 26.01%
$387K - $399K
19.2K $1.87M
Aug 02, 2023 Q2 2023
Efg Capital International Corp.

Miami, FL
BUY
 -
3.96K
New
$386K - $398K
3.96K $386K
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
3.95K
New
$385K - $397K
3.95K $384K
Jul 17, 2023 Q2 2023
Tennessee Valley Asset Management Partners

BUY
 -
3.93K
New
$383K - $395K
3.93K $383K
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
3.92K
New
$383K - $394K
3.92K $382K

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